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Quickstart Guide
Intro:
With OCW’s built-in email system, you can send, receive, and track emails directly from the platform. No extra setup required for paid users.
Step-by-Step Guide:
- Make sure you are on a paid plan.
- Set your email display name:
- Click your profile icon (top right) > Profile > scroll to Email Settings > enter your display name.
- To send an email:
- Click Inbox in the main navigation menu.
- Click Compose.
- Select a contact or enter a new email address.
- Fill in the subject and message.
- Click Send.
- To view email history with a contact:
- Go to Contacts in the main menu.
- Find the contact and click the email icon to view all related emails.
Frequently Asked Questions
Q: Who can use the OCW email system?
A: The email system is available to users on a paid plan.
Q: Can I send emails to anyone, or just to contacts?
A: You can send emails to any address, but it’s easiest to select from your saved contacts.
Q: How do I change my display name for outgoing emails?
A: Go to Profile > Email Settings and update your display name. This will appear as the sender name.
Q: Will replies to my emails show up in OCW?
A: Yes, replies will appear in your OCW inbox if you use the platform’s email system.
Q: Can I see all emails sent to or from a specific contact?
A: Yes, go to Contacts, find the contact, and click the email icon to view all related communication.
Q: Is any setup or integration required to use the inbox?
A: No, OCW’s email system works out of the box for paid users—no integration needed.